Wealthcare Capital Management Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 111119
· SEC file 801-60183
· Richmond, VA
· www.facebook.com
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ADV data as of May 21, 2026
- Regulatory AUM
- $3.9B
- Discretionary
- $3.9B
- Clients
- 5,691
- Avg AUM / client
- $690K
- Accounts
- 13,598
- Employees
- 54
AUM over time
$518M
$3.9B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,326 | $1.2B | 30.4% |
| High net worth individuals | 1,312 | $2.5B | 64.6% |
| Pension and profit sharing plans | 28 | $148M | 3.76% |
| Charitable organizations | 14 | $19.1M | 0.49% |
| Corporations and other businesses | 11 | $30.2M | 0.77% |
People (37)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Eliot Madey | Chief Investment Officer | CFA | Mar 2014 (12y) | Less than 5% |
| Du Brueler, Justin | Chief Financial Officer | Sep 2014 (12y) | Less than 5% | |
| Regan, Matthew, Thomas | President | Aug 2018 (8y) | Less than 5% | |
| James Joseph Krause | Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Robert Payne Wilson | Registered representative | Nov 2003 (23y) | ||
| Gordon Elliott Caldwell | Registered representative | Apr 2008 (18y) | ||
| Christopher Noel Philipoom | Registered representative | Jun 2008 (18y) | ||
| Edward Garrett Wirwille | Registered representative | Jun 2008 (18y) | ||
| Nicholas Alan Mitchell | Registered representative | Dec 2009 (17y) | ||
| Bryan George Brown | Registered representative | Feb 2010 (16y) | ||
| Mowry Wayne Young | Registered representative | Feb 2010 (16y) | ||
| Russell Garrett Thornton | Registered representative | Feb 2010 (16y) | ||
| Christopher Harrison Hessenflow | Registered representative | Dec 2010 (16y) | ||
| Richard Chamblee Van Zandt | Registered representative | Personal Financial Specialist | Jan 2011 (16y) | |
| James D Mirenda | Registered representative | CFP | Aug 2012 (14y) | |
| Diane Lynn Dixon | Registered representative | CFP | Nov 2012 (14y) | |
| Scarlott Leigh Cagle | Registered representative | CFP | Jan 2013 (14y) | |
| Steven Allen Bergeron | Registered representative | Jun 2013 (13y) | ||
| Steven Kif Ladd | Registered representative | Jan 2014 (13y) | ||
| Kenneth David Kideckel | Registered representative | Mar 2014 (12y) | ||
| Scott Thomas Davison | Registered representative | CFP | Apr 2014 (12y) | |
| Brandy Nelson Weiberg | Registered representative | Dec 2017 (9y) | ||
| Kimberly Noelle Nichols | Registered representative | Apr 2018 (8y) | ||
| Samuel Robert Moore | Registered representative | Nov 2018 (8y) | ||
| Holly A Sharp | Registered representative | Apr 2019 (7y) | ||
| Kevin Laurence London | Registered representative | Jun 2019 (7y) | ||
| John Joseph Schlichting | Registered representative | Jul 2019 (7y) | ||
| Brian Leland Hyde | Registered representative | Dec 2020 (6y) | ||
| William Hartwell Cox | Registered representative | CFP Chartered Financial Consultant | Jul 2021 (5y) | |
| Kirk Stoldt | Registered representative | Feb 2022 (4y) | ||
| Philip Jefferson Carter | Registered representative | Mar 2023 (3y) | ||
| Joseph Anthony Gairo | Registered representative | May 2023 (3y) | ||
| Henry Benjamin Supinski | Registered representative | Nov 2023 (3y) | ||
| Audrey Sanders | Registered representative | Apr 2024 (2y) | ||
| Di Wu | Registered representative | Jun 2024 (2y) | ||
| Bradley Noel Joubert | Registered representative | CFP | Jan 2025 (2y) | |
| Ashleigh N. Lemaster | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealthcare Parent Holdings Llc | Member | Jan 2022 | A | 75% or more |
| Wealthcare Llc | Member | Dec 2021 | B | ≈ 10.55% – 50% via Wealthcare Parent Inc. |
| Wealthcare Holdings Llc | Manager And Sole Member | Sep 2013 | B | ≈ 7.91% – 50% via Wealthcare Llc |
| Wealthcare Partners Llc | Member | Sep 2022 | B | ≈ 56.25% – 100% via Wealthcare Parent Holdings Llc |
| Wealthcare Parent Inc. | Member | Jan 2022 | B | ≈ 14.06% – 50% via Wealthcare Partners Llc |
| Newspring Holdings Co Investor Llc | Member | Mar 2018 | B | ≈ 1.98% – 25% via Wealthcare Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wealthcare Llc: 75% – 100% of Wealthcare Parent Inc. × 25% – 50% of Wealthcare Partners Llc × 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Wealthcare Holdings Llc: 75% – 100% of Wealthcare Llc × 75% – 100% of Wealthcare Parent Inc. × 25% – 50% of Wealthcare Partners Llc × 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Wealthcare Partners Llc: 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Wealthcare Parent Inc.: 25% – 50% of Wealthcare Partners Llc × 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Newspring Holdings Co Investor Llc: 25% – 50% of Wealthcare Holdings Llc × 75% – 100% of Wealthcare Llc × 75% – 100% of Wealthcare Parent Inc. × 25% – 50% of Wealthcare Partners Llc × 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 1.98% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $1.7B (43% of AUM) May 2026
- Charles Schwab & Co. $1.7B (43% of AUM) May 2026
- Fidelity Brokerage Services $549M (19% of AUM) Sep 2022
- Fidelity Investments Institutional Services Company, Inc. $347M (27% of AUM) Dec 2017
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗